Deliver An Unrivaled Digital Client Experience
Streamline insurance applications and renewals.
Increase client loyalty.
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A Better Client And Broker Experience For...
Large and Mid-Market Businesses
Your most important clients deserve the best possible experience.
Small Commercial Businesses
Streamline your small business submission workflows to increase profitability.
Specialty Insurance
Submissions
Move those tricky supplemental applications online to simplify your clients' experience.
Our Clients Love The Result
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Jeremy Perlman
Tonya Westfall
Steve Miller
Broker Buddha’s Flexible, Robust Technology Simplifies Your Workflows
The Future of Commercial Insurance
Meet Expectations at Every Touchpoint
Create deeper, meaningful connections that build trust and drive customer relationships.
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Time To Grow Your Book
Increase productivity with reliable
tools designed to streamline your
processes.
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Accelerate Response Time
Pre-filled applications,
interactive smart forms, and
speed up eSignature.
Automate the Mundane
Make your team’s job easier with
a straightforward digital submission process.
A Platform That Adapts To Your Needs
Numerous ACORD forms and carrier supplementals available in an easy-to complete online format.
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Create applications by selecting forms from the Broker Buddha library, adding schedules, setting a due date, and customizing the confirmation message.
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Keep forms simple by hiding and revealing questions and sections using the information you already provided.
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We identify common questions across applications so your clients only need to answer questions one time.
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Your Renewal Proccess
WITH and WITHOUT Broker Buddha
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WITH Broker Buddha
An agency-branded digital experience
Increase referrals
New product innovation
Improve employee morale
WITHOUT Broker Buddha
Undistinguished in a competitive market
Frustrated customers
Paper forms, postage, long hours
Time wasted on monotonous work
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